Latest Blog: Yellow Flag - 05/10/2022
-
-
ARTICLES & INSIGHTS
-
ARTICLES & INSIGHTS
- HOME CIO INSIGHTSCOMMENTARY AND ANALYSIS FROM ANGELES' CIO, MICHAEL ROSEN ANGELES INSIGHTSRESEARCH AND PERSPECTIVES FROM THE ANGELES TEAM IN THE NEWSPRESS RELEASES, INTERVIEWS, AND PUBLICATIONS FEATURING ANGELES MARKET UPDATE SNAPSHOTSMONTHLY MARKET ANALYSIS SEARCH MEDIA
-
-
SEARCH ALL MEDIA
508 RESULTS
SEARCH TOOLS-
BOUTIQUE OCIOS CARVE OUT NICHE IN CROWDED MARKET 05-19-2022
The OCIO market "bifurcates" between those investors content to have a "low-cost, middle-of-the-road" portfolio that looks very similar to most others ...
READ MORE -
ADVISORS SAY FED IS BEHIND CURVE. CATCHING UP COULD BE A 'ROCKY ROAD.' 05-12-2022
With the Fed planning to sharply hike interest rate hikes, Angeles Investments Managing Director, Harry Grand, was asked by Barron's to weigh in on ...
READ MORE -
INVESTMENTNEWS HOSTS FIFTH ANNUAL DIVERSITY, EQUITY & INCLUSION AWARDS 05-11-2022
InvestmentNews hosted its fifth annual Excellence in Diversity, Equity & Inclusion Awards Wednesday to celebrate individuals and firms that are ...
READ MORE -
HIGH INFLATION, DECLINING STOCKS AND BONDS CAUSE TROUBLE FOR WORKER PENSIONS 05-11-2022
Michael Rosen, managing partner and chief investment officer at Angeles Investments, joins CBS News to discuss the impact inflation coupled with the ...
WATCH VIDEO -
YELLOW FLAG 05-10-2022
When cars crash in an auto race, the yellow flag comes out. This requires drivers to slow down and stay in their positions, allowing time for the ...
READ MORE -
WHAT CAUSES INFLATION? 05-04-2022
"The price of any particular good going up or down is not inflation," says Michael Rosen, CIO at Angeles Investment Advisors. "Inflation is caused by ...
READ MORE -
APRIL 2022 GLOBAL MARKET INDEX PERFORMANCE 05-02-2022
Global equities posted negative returns in April with the MSCI ACWI IMI down -7.9%, the S&P 500 down -8.7%, and non-US developed equity markets down ...
READ MORE -
APRIL 2022 GLOBAL MARKET INDEX PERFORMANCE 05-02-2022
Global equities posted negative returns in April with the MSCI ACWI IMI down -7.9%, the S&P 500 down -8.7%, and non-US developed equity markets down ...
READ MORE -
BUYING THE DIP CAN BE A RETIREE'S BEST FRIEND. 04-27-2022
The circumstances driving today's volatility wont be around forever, Angeles CIO Michael Rosen told Debbie Carlson for her latest Barron's article. ...
READ MORE -
FIFTH CONSECUTIVE YEAR ANGELES WINS THE GREENWICH QUALITY LEADER AWARD 04-26-2022
For the fifth time, Angeles Investments has been named a 2021 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize ...
READ MORE -
BEACH READING 04-23-2022
The Lincoln Highway, Amor TowlesEmmett Watson is released from prison when his father dies to take care of his younger brother Billy. Greeting Emmett ...
READ MORE -
1ST QUARTER 2022 - SHATTERING 04-11-2022
So much of our world seems to be shattering around us. This letter, Shattering, looks at another period where old orders were collapsing through the ...
READ MORE -
EMPOWERING WOMEN THROUGHOUT THEIR FINANCIAL JOURNEYS 04-09-2022
Angeles Wealth Management Managing Director Chloe Wohlforth joins Jill Malandrino on Nasdaq TradeTalks for Financial Literacy Month to discuss ...
READ MORE -
ALLOCATORS ARE INVESTING LIKE A RECESSION IS ON THE WAY 04-08-2022
Rising geopolitical risks, which have led to more fragmentation in the world economy, are adding to allocators' bearish outlooks, according to Michael ...
READ MORE -
OUTSTANDING PRACTICE IN THE EXCELLENCE IN DIVERSITY, EQUITY & INCLUSION AWARDS 04-04-2022
Today, we're honored to share that Angeles Investments has been recognized as an Outstanding Practice in the Investment News Excellence in Diversity, ...
READ MORE -
MARCH 2022 GLOBAL MARKET INDEX PERFORMANCE 04-01-2022
Global equities posted positive returns in March with the MSCI ACWI IMI up 2.0%, the S&P 500 up 3.7%, and non-US developed equity markets up 0.6% ...
READ MORE -
FINANCIAL ADVISORS BUILDING UP HOLISTIC PLANNING CAPABILITIES 03-28-2022
Marta Ferro, Angeles Investments Managing Director of Philanthropy Services and Mission Aligned Investing, believes it's important to humanize your ...
READ MORE -
THE 60/40 PORTFOLIO NEEDS A RETHINK. WHAT TO DO NOW. 03-22-2022
With inflation now surging and interest rates on the rise, a rethink of long-term investment strategy may be in order. Our CIO, Michael Rosen gives ...
READ MORE -
Q&A W/ MICHAEL ROSEN: ENERGY BEST PLACE TO "HIDE" FROM POTENTIAL RECESSION 03-15-2022
The odds of an economic recession are increasing in the country as the Federal Reserve is forced to take a more aggressive approach due to inflation. ...
READ MORE -
SEEKING LIQUIDITY, TEXAS ERS ALSO GOT A HIGH-YIELD BARGAIN 03-14-2022
Portfolio construction is particularly crucial within high-yield ETFs, Mr. Rosen emphasized, noting a distinct return gap that shows up over 10 years, ...
READ MORE -
WEBINAR REPLAY - PANDEMIC, INFLATION, WAR - INVESTING AMIDST UNCERTAINTY 03-02-2022
The pandemic accelerated some trends and likely created new ones. We explore some of those trends across social, political and economic arenas and ...
VIEW VIDEO/PDF -
FEBRUARY 2022 GLOBAL MARKET INDEX PERFORMANCE 03-01-2022
Global equities posted negative returns in February with the MSCI ACWI IMI down -2.3%, the S&P 500 down -3.0%, and non-US developed equity markets ...
READ MORE -
THE RUSSIA-UKRAINE WAR: WHAT INVESTORS SHOULD - AND SHOULDN'T - DO NOW 02-25-2022
This history is pertinent, says Michael Rosen, managing partner and CIO at Angeles Investments and Angeles Wealth Management: "History tells us that ...
READ MORE -
ANGELES 2021 DIVERSITY, EQUITY, AND INCLUSION (DEI) ANNUAL REPORT (12-31-21) 02-22-2022
In the twenty years since we founded Angeles Investments with Leslie Kautz, it has been abundantly clear that the quality of our team is not only one ...
READ MORE
-
-
We strive build portfolios of best-in-class investment managers across all asset classes. If you would like to be considered for our portfolios, please contact us using our manager inquiries form.
- MANAGER INQUIRIES
-
SUBSCRIBE TO ANGELES' INSIGHTS
Get the latest investment information and stay on top of market trends.
-
CONTACT US
SANTA MONICA
429 SANTA MONICA BLVD,
SUITE 650
SANTA MONICA, CA 90401
310.393.6300
GET DIRECTIONS -
CONTACT US
NEW YORK
375 PARK AVENUE,
SUITE 2209
NEW YORK, NY 10152
212.451.9240
GET DIRECTIONS -
CHICAGO
400 N. MICHIGAN AVE,
SUITE S1700
CHICAGO, IL 60611
312.212.6843
GET DIRECTIONS
How Can We Help You?
Institutional InvestorsFully resourced investment office built to manage sophisticated client investment programs
Private WealthPersonalized discretionary portfolio and wealth management services powered by institutional process
Investment ManagementRigorous process and a flexible platform designed to meet client needs
Articles & InsightsLatest insights and perspectives from the Angeles team
Contact UsGet in touch